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العربية

Designer

34
  • Introduction to the Survey Designer
  • Start As Survey Designer
  • Frequently Asked Questions (FAQ)
  • Error Messages and Their Solutions
  • Designer Dashboard
    • Overview
    • Edit Profile Information
    • Log Out
    • Change Language
    • View Key Information of Al-Khwarizmi Platform
    • View Survey Summary
  • My Surveys Screen
    • Overview
    • Viewing Surveys
    • Creating a New Survey
    • Copy a Survey from Templates
    • Duplicate an Existing Survey
    • Edit an Existing Survey
    • Delete a Survey
    • Add a Survey to Templates
    • View Survey Versions
    • Survey Reports
    • Sort the Surveys Table
    • Search the Table Data
  • Control Panel
    • Overview
    • Add organization
    • Search for a User Role
    • Creating New Groups
    • Add Users to Groups
    • Search for Users
    • Add Users
    • Assign Surveys
    • Survey Timeline View
    • Enrich the Question Bank
    • Upload a Survey Sample
    • Enrich the Coding List

Call Center

27
  • About the Call Center
  • Getting Started with the Call Center
  • Frequently Asked Questions (FAQs)
  • Error Messages and Solutions
  • Call Center Dashboard
    • Overview
    • Edit Profile Information
    • Log Out
    • Change Language
    • Sending Notifications
    • View Key Information of Al-Khwarizmi Platform
    • Viewing Available Surveys
  • Form Screen
    • Overview
    • Displaying the Survey Main Screen
    • Adding a New Job Group
    • Add Users to Survey Roles
    • Preview Users and Their Job Group
    • Add a New Queue
    • Add a New Queue
    • Assign Queues
    • Distribute Workload in Queues
    • Pull a survey Unit
    • View Task Log
    • Filter the Task Table
    • Task Table Column Settings
    • Assign Units from Queue
    • Search for a Unit
    • Add a Call

Field Managment

29
  • Introduction to Field Management
  • Getting Started as a Field Management
  • Frequently Asked Questions (FAQ)
  • Error Messages and Solutions
  • Field Managment Dashboard
    • Overview
    • Edit Personal Account Information
    • Change Password
    • Logout
    • View Al-Khwarizmi Platform Information
    • Change Language
    • View Available Surveys
    • Create New Map Update Survey
    • Preview of Geographic Maps
    • Add a New Map
  • Form Screen
    • Overview
    • Display the survey Main Screen
    • Create a New Workgroup
    • Add Users to the Survey Job Group
    • Assign Tasks Using Maps
    • Assigning Tasks Using the List
    • Assigning Units to Users
    • Viewing the Data Transfer Log
    • Configuring Data Sync Log Table Columns
    • Tracking
    • Field Researchers’ Progress
    • Table Column Settings for the Progress Report
    • Configure Survey Settings
    • Configure Survey Settings
    • Add a New Version of Geographic Layers
View Categories
  • Home
  • Docs
  • Call Center
  • Form Screen
  • Adding a New Job Group

Adding a New Job Group

Adding a new job group and defining its details within the Call Center System. #

The “Groups and Users” screen allows you to manage job groups and assign users to them.
To define a job group, follow these steps:

  • Select “Groups and Users” from the side control menu.
  • Click “Job Groups” under the Groups & Users section.
  • Click “New Job Group” then follow the steps shown in the next screen.
    • Fill in the Group Color field or keep the default color.
    • Enter the group name in both English and Arabic.
    • Add a brief description of the group in both languages.
    • Click “Add Role” to define the roles and permissions for this group. then follow the steps below:

– Enter the role name in English and Arabic in the designated fields.
– From the list, select the permissions you wish to assign to the role, such as Job Groups, Unit Search, or Incoming Calls.
– Once you’ve set the required permissions, click “Save” to add the role or “Cancel” to discard the action.

– When finished, click “Save” to complete creating the job group.
– The newly created group will then appear under the Job Groups section, as shown in the following image.

INFO
  • Each survey must include at least one Manager role.
  • The number displayed next to the role name indicates how many sub-roles belong to the main role.
  • Click the arrow next to a role to expand and display its sub-roles.
  • Click the “More” icon to perform the following actions:
    • Add a sub-role
    • Edit the role
    • Delete the role
  • The expansion of the role hierarchy diagram varies depending on the survey’s team members.

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Add Users to Survey RolesDisplaying the Survey Main Screen
Table of Contents
  • Adding a new job group and defining its details within the Call Center System.

More Links

  • Abbreviations
  • Dictionary
  • Conventions
  • Al Khwarizmi Products
  • Al Khwarizmi Designer

Al Khwarizmi User Guide by Realsoft. All Rights Reserved.